Follow a public traded assets and analyze the changes of your fictive investment. Write a presentation and an executive memo of your findings. Choose three of the following companies or mutual funds:
1) Procter & Gamble
2) Conduent
3) Xerox
4) Zoom
5) Coinbase
6) JP Morgan
7) HP Enterprise
1) Blackrock Managed Income Fund BLADX
2) BMO Conservative Allocation Fund BDVSX
3) Vanguard LifeStrategy Income Inv VASIX
4) Wells Fargo Diversified Income BuilderFd EKSAX
5) JHancock Retirement Income 2040 Fund JRIFX
6) Columbia Income Builder Fund RBBAX
7) American Funds College 2024 CFTAX
Remember that:
An executive memorandum is a short document that aims to
inform management or decision makers about any issues in connection with the business (projects and project developments) that would need approval with the management.
in the memo
1) Describe graphically the trend of the stock prices during the last 4 months and, in more detail, during the las 3 weeks. How did you invest 50,000. USD?
What was the gain or loss on submission day?
2) Explain the observed trends.
3) Relate these trends to relevant contextual information
(example: public health crisis globally / lockdowns))
4) Regarding this context, briefly forecast the changes in
prices for the next month.
5) Explain your findings based on the information contained in the presentation. The presentation of these findings must be clear and useful to inform portfolio investment decision making.
6) Make investment recommendations based on these findings.
